A fantastic opportunity to join an established and Financial Management company in Cardiff as Senior Paraplanner on a permanent basis. In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development. You will also provide technical and research support to Financial Planners in the delivery of their advice to clients, including completing research and analysis, preparing suitability letters and writing client reports. Location: On the outskirts of Cardiff. Due to location, you will need to be a driver. Hours: Our client run a 4 day working week, working Monday to Thursday, 9am-5pm (no condensed hours or reduction in salary!) What you'll be doing: Monitor quality of Paraplanning work produced by Paraplanners/Trainee Paraplanners, acting as point of contact regarding all paraplanning queries. Preparation of all client cashflows ready for monthly and annual meetings. Analysing and interpreting data; using research tools to provide solutions to meet client needs and objectives; providing specific client portfolio reporting. Provide appendices, illustrations, applications and key features documentation for suitability letters and reports. Implementing agreed actions from Authority to Proceed notifications. Monitor Negative Cash positions on a monthly basis and recommend appropriate solutions. Complete annual ISA reporting; ensuring clients utilise the annual ISA allowances. Participate and contribute to the investment committee meetings, and attend regular meetings with the Leadership Team. What we're looking for: Strong experience working within a financial planning environment. Experience of supporting and developing a team. Ability to work efficiently under own initiative with excellent attention to detail. GCSEs Grades (A-C/1-3) in Mathematics and English. Diploma in Financial Planning or equivalent, or prepared to study to level 6. Strong IT skills including Microsoft Office, Excel and financial software. Excellent telephone manner with a strong focus on customer service. Salary & Benefits: Salary will be circa 50k depending on experience. A fantastic benefits package including - 4 day working week. 28 days holiday per year plus bank holiday (reduced by 20% due to 4 day week). 1 week off for Christmas, not taken from your annual leave entitlement. Company pension scheme (after 3 months). Private Medical Insurance (after 12 months). Summer & Christmas bonus based on company performance. Team away days and social events throughout the year. Supporting, friendly team with opportunities to progress.
Sep 11, 2025
Full time
A fantastic opportunity to join an established and Financial Management company in Cardiff as Senior Paraplanner on a permanent basis. In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development. You will also provide technical and research support to Financial Planners in the delivery of their advice to clients, including completing research and analysis, preparing suitability letters and writing client reports. Location: On the outskirts of Cardiff. Due to location, you will need to be a driver. Hours: Our client run a 4 day working week, working Monday to Thursday, 9am-5pm (no condensed hours or reduction in salary!) What you'll be doing: Monitor quality of Paraplanning work produced by Paraplanners/Trainee Paraplanners, acting as point of contact regarding all paraplanning queries. Preparation of all client cashflows ready for monthly and annual meetings. Analysing and interpreting data; using research tools to provide solutions to meet client needs and objectives; providing specific client portfolio reporting. Provide appendices, illustrations, applications and key features documentation for suitability letters and reports. Implementing agreed actions from Authority to Proceed notifications. Monitor Negative Cash positions on a monthly basis and recommend appropriate solutions. Complete annual ISA reporting; ensuring clients utilise the annual ISA allowances. Participate and contribute to the investment committee meetings, and attend regular meetings with the Leadership Team. What we're looking for: Strong experience working within a financial planning environment. Experience of supporting and developing a team. Ability to work efficiently under own initiative with excellent attention to detail. GCSEs Grades (A-C/1-3) in Mathematics and English. Diploma in Financial Planning or equivalent, or prepared to study to level 6. Strong IT skills including Microsoft Office, Excel and financial software. Excellent telephone manner with a strong focus on customer service. Salary & Benefits: Salary will be circa 50k depending on experience. A fantastic benefits package including - 4 day working week. 28 days holiday per year plus bank holiday (reduced by 20% due to 4 day week). 1 week off for Christmas, not taken from your annual leave entitlement. Company pension scheme (after 3 months). Private Medical Insurance (after 12 months). Summer & Christmas bonus based on company performance. Team away days and social events throughout the year. Supporting, friendly team with opportunities to progress.
A fantastic opportunity to join an established and Financial Management company in Cardiff as Senior Paraplanner on a permanent basis. In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development. You will also provide technical and research support to Financial Planners in the delivery of their advice to clients, including completing research and analysis, preparing suitability letters and writing client reports. Location: On the outskirts of Cardiff. Due to location, you will need to be a driver. Hours: Our client run a 4 day working week, working Monday to Thursday, 9am-5pm (no condensed hours or reduction in salary!) What you'll be doing: Monitor quality of Paraplanning work produced by Paraplanners/Trainee Paraplanners, acting as point of contact regarding all paraplanning queries. Preparation of all client cashflows ready for monthly and annual meetings. Analysing and interpreting data; using research tools to provide solutions to meet client needs and objectives; providing specific client portfolio reporting. Provide appendices, illustrations, applications and key features documentation for suitability letters and reports. Implementing agreed actions from Authority to Proceed notifications. Monitor Negative Cash positions on a monthly basis and recommend appropriate solutions. Complete annual ISA reporting; ensuring clients utilise the annual ISA allowances. Participate and contribute to the investment committee meetings, and attend regular meetings with the Leadership Team. What we're looking for: Strong experience working within a financial planning environment. Experience of supporting and developing a team. Ability to work efficiently under own initiative with excellent attention to detail. GCSEs Grades (A-C/1-3) in Mathematics and English. Diploma in Financial Planning or equivalent, or prepared to study to level 6. Strong IT skills including Microsoft Office, Excel and financial software. Excellent telephone manner with a strong focus on customer service. Salary & Benefits: Salary will be circa 50k depending on experience. A fantastic benefits package including - 4 day working week. 28 days holiday per year plus bank holiday (reduced by 20% due to 4 day week). 1 week off for Christmas, not taken from your annual leave entitlement. Company pension scheme (after 3 months). Private Medical Insurance (after 12 months). Summer & Christmas bonus based on company performance. Team away days and social events throughout the year. Supporting, friendly team with opportunities to progress.
Sep 11, 2025
Full time
A fantastic opportunity to join an established and Financial Management company in Cardiff as Senior Paraplanner on a permanent basis. In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development. You will also provide technical and research support to Financial Planners in the delivery of their advice to clients, including completing research and analysis, preparing suitability letters and writing client reports. Location: On the outskirts of Cardiff. Due to location, you will need to be a driver. Hours: Our client run a 4 day working week, working Monday to Thursday, 9am-5pm (no condensed hours or reduction in salary!) What you'll be doing: Monitor quality of Paraplanning work produced by Paraplanners/Trainee Paraplanners, acting as point of contact regarding all paraplanning queries. Preparation of all client cashflows ready for monthly and annual meetings. Analysing and interpreting data; using research tools to provide solutions to meet client needs and objectives; providing specific client portfolio reporting. Provide appendices, illustrations, applications and key features documentation for suitability letters and reports. Implementing agreed actions from Authority to Proceed notifications. Monitor Negative Cash positions on a monthly basis and recommend appropriate solutions. Complete annual ISA reporting; ensuring clients utilise the annual ISA allowances. Participate and contribute to the investment committee meetings, and attend regular meetings with the Leadership Team. What we're looking for: Strong experience working within a financial planning environment. Experience of supporting and developing a team. Ability to work efficiently under own initiative with excellent attention to detail. GCSEs Grades (A-C/1-3) in Mathematics and English. Diploma in Financial Planning or equivalent, or prepared to study to level 6. Strong IT skills including Microsoft Office, Excel and financial software. Excellent telephone manner with a strong focus on customer service. Salary & Benefits: Salary will be circa 50k depending on experience. A fantastic benefits package including - 4 day working week. 28 days holiday per year plus bank holiday (reduced by 20% due to 4 day week). 1 week off for Christmas, not taken from your annual leave entitlement. Company pension scheme (after 3 months). Private Medical Insurance (after 12 months). Summer & Christmas bonus based on company performance. Team away days and social events throughout the year. Supporting, friendly team with opportunities to progress.
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and Financial Life Plan reports detailing the Consultant s recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client s post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Chartered status, or working towards First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary £45,000 to £50,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : (url removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Sep 10, 2025
Full time
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and Financial Life Plan reports detailing the Consultant s recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client s post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Chartered status, or working towards First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary £45,000 to £50,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : (url removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Job Role: Junior Paraplanner Industry: Financial Services Location: Harrogate Salary: £36,000 (DOE) Job Reference: 9898 Are you an experienced administrator or Junior Paraplanner looking for the next step up in your career? RecruitUK are working in partnership with a growing forward-thinking financial services company based in Bristol. We're looking for a motivated and detail-oriented professional to join their dynamic team. Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions. You'll play an important role in supporting the paraplanners and advisers, assisting with research and the preparation of suitability reports. From drafting and checking client documentation to helping with cash flow modelling and product comparisons, you'll ensure information is accurate, compliant, and delivered on time. Along the way, you'll gain hands-on experience of the full paraplanning process, with clear opportunities to develop your technical knowledge and progress your career. Responsibilities include Develop your ability to produce compliant reports and recommendations, with guidance from senior paraplanners. Build experience in researching client portfolios, asset allocation, and investment products. Take ownership of gathering valuations, quotations, and preparing application documentation. Learn to apply compliance requirements and internal policies to everyday tasks. Manage your workload effectively, keeping your line manager informed of progress. Commit to ongoing study and recording your professional development. Contribute to wider team tasks and responsibilities as needed. Apply Consumer Duty principles in all aspects of your work. What we're looking for Experience working as an IFA/ Wealth Management Administrator Knowledge of the Financial Services industry Proficient in databases and relevant software Must have progress towards the Level 4 Diploma in Financial Planning Exposure to elements of Paraplanning in a previous role is desired Benefits Offering a salary of up to £36,000 Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from! This is an opportunity to progress your career and blossom into a highly skilled paraplanner. About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working on a Junior Paraplanner role in Harrogate. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Sep 10, 2025
Full time
Job Role: Junior Paraplanner Industry: Financial Services Location: Harrogate Salary: £36,000 (DOE) Job Reference: 9898 Are you an experienced administrator or Junior Paraplanner looking for the next step up in your career? RecruitUK are working in partnership with a growing forward-thinking financial services company based in Bristol. We're looking for a motivated and detail-oriented professional to join their dynamic team. Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions. You'll play an important role in supporting the paraplanners and advisers, assisting with research and the preparation of suitability reports. From drafting and checking client documentation to helping with cash flow modelling and product comparisons, you'll ensure information is accurate, compliant, and delivered on time. Along the way, you'll gain hands-on experience of the full paraplanning process, with clear opportunities to develop your technical knowledge and progress your career. Responsibilities include Develop your ability to produce compliant reports and recommendations, with guidance from senior paraplanners. Build experience in researching client portfolios, asset allocation, and investment products. Take ownership of gathering valuations, quotations, and preparing application documentation. Learn to apply compliance requirements and internal policies to everyday tasks. Manage your workload effectively, keeping your line manager informed of progress. Commit to ongoing study and recording your professional development. Contribute to wider team tasks and responsibilities as needed. Apply Consumer Duty principles in all aspects of your work. What we're looking for Experience working as an IFA/ Wealth Management Administrator Knowledge of the Financial Services industry Proficient in databases and relevant software Must have progress towards the Level 4 Diploma in Financial Planning Exposure to elements of Paraplanning in a previous role is desired Benefits Offering a salary of up to £36,000 Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from! This is an opportunity to progress your career and blossom into a highly skilled paraplanner. About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working on a Junior Paraplanner role in Harrogate. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Taylor James Professional Recruitment
Warrington, Cheshire
Our client, a prestigious firm of financial planners in Warrington are looking to appoint a Trainee Paraplanner. Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge. Subject to the individuals level of experience/capabilities, duties and responsibilities may include: Working closely alongside the Advisers and senior Paraplanners Attending client meetings Preparing basic suitability reports Research & analysis of financial products to meet client requirements Preparing recommendations & implementing client recommendations Administrative duties The Person: IFA administration experience (essential) Working towards L4 diploma (desirable) Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products In return this opportunity offers a very competitive basic salary along with an extensive benefits package To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn
Sep 10, 2025
Full time
Our client, a prestigious firm of financial planners in Warrington are looking to appoint a Trainee Paraplanner. Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge. Subject to the individuals level of experience/capabilities, duties and responsibilities may include: Working closely alongside the Advisers and senior Paraplanners Attending client meetings Preparing basic suitability reports Research & analysis of financial products to meet client requirements Preparing recommendations & implementing client recommendations Administrative duties The Person: IFA administration experience (essential) Working towards L4 diploma (desirable) Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products In return this opportunity offers a very competitive basic salary along with an extensive benefits package To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn
The Company: This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Manager to lead a team of 10-15 Financial Advisors with varying levels of experience. This is a fantastic opportunity for a qualified Advisor or Paraplanner to move into more of a management role, whilst still utilising their technical knowledge. The Role: Line management of up to 15 Financial Advisors, ensuring they consistently provide a high level of service to clients. Provide coaching and mentoring to developing Advisors. Support the growth and development of the team. Set and monitor KPIs. Be the key point of contact regarding any issues, complaints or concerns. The role can be carried out predominantly on a remote basis, with visits to the Bristol office approx. twice a month. The Candidate: Must hold the Level 4 Diploma in Financial Advice and have prior experience as a Financial Advisor or Senior Paraplanner. Previous experience managing a team would be preferred. Strong technical knowledge with a solid understanding of the Financial Planning process and regulations. The Package: Salary up to £60k (depending on experience) bonus Contact: Karen Cummins Reference: KC/97004 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.
Sep 10, 2025
Full time
The Company: This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Manager to lead a team of 10-15 Financial Advisors with varying levels of experience. This is a fantastic opportunity for a qualified Advisor or Paraplanner to move into more of a management role, whilst still utilising their technical knowledge. The Role: Line management of up to 15 Financial Advisors, ensuring they consistently provide a high level of service to clients. Provide coaching and mentoring to developing Advisors. Support the growth and development of the team. Set and monitor KPIs. Be the key point of contact regarding any issues, complaints or concerns. The role can be carried out predominantly on a remote basis, with visits to the Bristol office approx. twice a month. The Candidate: Must hold the Level 4 Diploma in Financial Advice and have prior experience as a Financial Advisor or Senior Paraplanner. Previous experience managing a team would be preferred. Strong technical knowledge with a solid understanding of the Financial Planning process and regulations. The Package: Salary up to £60k (depending on experience) bonus Contact: Karen Cummins Reference: KC/97004 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.
The established financial planning arm of a national accountancy practice are looking at succession planning by recruiting an Adviser to join their team. Working with a long tenured Senior Adviser, they will transition their client book to you over an agreed time frame. With clients broadly in the 500k to 5m range, this is an excellent opportunity to work with a prestigious firm on an established client book. Package You will receive competitive salary executive benefits, paraplanning, client portfolio and bonus. The company The established financial planning arm of a professional practice. Role Working closely with the Senior Planner to transition the portfolio across to you. Attending meetings to discuss how you will work with the clients and providing holistic financial planning. Demonstrating a full understanding of more complex matters such as SIPP, SSAS, VCT, EIS, SIPP , SSAS and IHT Managing portfolios broadly in the 500k to 5m space. Understanding the needs of clients who are mainly business and entrepreneurs, but not exclusively so. Undertaking corporate advice as required. Collaborating with the other financial planners, paraplanners and accountants to facilitate business opportunities and to further grow your portfolio. The candidate Diploma Level 4 as a minimum, ideally working towards Chartered Experience of working with HNW and UHNW clients Developing and maintaining client relationships
Sep 10, 2025
Full time
The established financial planning arm of a national accountancy practice are looking at succession planning by recruiting an Adviser to join their team. Working with a long tenured Senior Adviser, they will transition their client book to you over an agreed time frame. With clients broadly in the 500k to 5m range, this is an excellent opportunity to work with a prestigious firm on an established client book. Package You will receive competitive salary executive benefits, paraplanning, client portfolio and bonus. The company The established financial planning arm of a professional practice. Role Working closely with the Senior Planner to transition the portfolio across to you. Attending meetings to discuss how you will work with the clients and providing holistic financial planning. Demonstrating a full understanding of more complex matters such as SIPP, SSAS, VCT, EIS, SIPP , SSAS and IHT Managing portfolios broadly in the 500k to 5m space. Understanding the needs of clients who are mainly business and entrepreneurs, but not exclusively so. Undertaking corporate advice as required. Collaborating with the other financial planners, paraplanners and accountants to facilitate business opportunities and to further grow your portfolio. The candidate Diploma Level 4 as a minimum, ideally working towards Chartered Experience of working with HNW and UHNW clients Developing and maintaining client relationships
Associate, Wealth Planner Glasgow, G1 Reports To: Divisional Director - Wealth Planning Role Type: Permanent, Full-time Working Hours: 8:30 AM to 5:00 PM, 37.5 hours per week Salary: Up to £50,000 (dependent on skills, knowledge, and experience) Hawk3 Talent Solutions, acting as an employment agency are hiring for our client within the wealth management sector. Our client is a fast-growing financial services firm offering a consultative, dynamic environment with a strong commitment to career development, ESG principles, and client-focused solutions. Role Summary: We are seeking an experienced Paraplanner with 3-5 years of experience to join our client's Wealth Planning team. This role offers a mix of paraplanning, client support, and administration activities, and provides a fantastic opportunity for professional development within a fast-paced, growing business. Once you are authorised and certificated, you will work closely with senior planners to deliver tailored wealth planning advice to clients, ensuring good client outcomes. You will also assist in paraplanning activities, provide technical support, and contribute to the ongoing success of the business. About You: You will be a motivated, results-driven individual with a passion for delivering exceptional client outcomes. You thrive in a fast-paced, team-oriented environment and are keen to develop your technical expertise and client relationship skills. If you are looking for a rewarding opportunity with a company that values your professional growth, we would love to hear from you. Key Responsibilities: Client Support: Build and maintain strong client relationships, focusing on regular service reviews and client retention. Provide less complex advice, such as annual reviews, ISAs, and pension top-ups, ensuring clients receive suitable recommendations. Support clients in vulnerable circumstances by offering customised financial advice. Record meeting outcomes and ensure all client actions are completed within prescribed timelines. Paraplanning & Technical Support: Conduct research, complete calculations, and assist with cash-flow modelling. Prepare suitability reports and technical documentation to support recommendations. Identify future advice opportunities and raise them with senior planners for client discussion. Ensure all documentation is clear, fair, and in line with regulatory standards. Wealth Planning Administration: Assist with new business processing, client onboarding, valuations, and general client queries. Use XPlan or similar planning software to manage client data and financial plans. Development: Participate in Continuous Professional Development (CPD) to maintain and enhance your technical knowledge. Contribute to efficiency improvements and assist with firm-wide projects. Required Skills & Experience: Qualifications: Minimum RQF Level 4 (CII or equivalent) and commitment to achieving Advanced Diploma in Financial Planning (Level 6). Must hold a current Statement of Professional Standing (SPS) post-authorisation. Strong understanding of financial products and wealth planning services. Experience: A minimum of 3-5 years experience in paraplanning or a similar wealth planning role. Experience with paraplanning procedures, research, and report writing. Familiarity with XPlan or similar financial planning software is preferred but not essential. Skills: Strong numerical and analytical skills with excellent attention to detail. Ability to prioritise tasks effectively and meet deadlines. Excellent communication and client relationship-building skills. Proficiency in Microsoft Office (Word, Excel, PowerPoint). Benefits & Career Development: Competitive salary up to £50,000, dependent on experience. 25 days holiday + bank holidays Hybrid working once probation is complete (6 months) Discretionary bonuses and pension contributions. Life assurance, income protection, and private medical insurance. Optional benefits: dental cover, flu jabs, Tastecard membership, and a share purchase plan. Career development plans to support your professional growth and progression. Access to a dynamic and fast-growing business with opportunities to make your mark. If you would like to apply then please email your CV to (url removed) or call Jade on (phone number removed) Closing date is 09.10.2025 - Please note this could change subject to suitable applications Hawk 3 Talent Solutions are acting as an employment agency on behalf of its client. By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website. Hawk 3 Talent Solutions are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future
Sep 09, 2025
Full time
Associate, Wealth Planner Glasgow, G1 Reports To: Divisional Director - Wealth Planning Role Type: Permanent, Full-time Working Hours: 8:30 AM to 5:00 PM, 37.5 hours per week Salary: Up to £50,000 (dependent on skills, knowledge, and experience) Hawk3 Talent Solutions, acting as an employment agency are hiring for our client within the wealth management sector. Our client is a fast-growing financial services firm offering a consultative, dynamic environment with a strong commitment to career development, ESG principles, and client-focused solutions. Role Summary: We are seeking an experienced Paraplanner with 3-5 years of experience to join our client's Wealth Planning team. This role offers a mix of paraplanning, client support, and administration activities, and provides a fantastic opportunity for professional development within a fast-paced, growing business. Once you are authorised and certificated, you will work closely with senior planners to deliver tailored wealth planning advice to clients, ensuring good client outcomes. You will also assist in paraplanning activities, provide technical support, and contribute to the ongoing success of the business. About You: You will be a motivated, results-driven individual with a passion for delivering exceptional client outcomes. You thrive in a fast-paced, team-oriented environment and are keen to develop your technical expertise and client relationship skills. If you are looking for a rewarding opportunity with a company that values your professional growth, we would love to hear from you. Key Responsibilities: Client Support: Build and maintain strong client relationships, focusing on regular service reviews and client retention. Provide less complex advice, such as annual reviews, ISAs, and pension top-ups, ensuring clients receive suitable recommendations. Support clients in vulnerable circumstances by offering customised financial advice. Record meeting outcomes and ensure all client actions are completed within prescribed timelines. Paraplanning & Technical Support: Conduct research, complete calculations, and assist with cash-flow modelling. Prepare suitability reports and technical documentation to support recommendations. Identify future advice opportunities and raise them with senior planners for client discussion. Ensure all documentation is clear, fair, and in line with regulatory standards. Wealth Planning Administration: Assist with new business processing, client onboarding, valuations, and general client queries. Use XPlan or similar planning software to manage client data and financial plans. Development: Participate in Continuous Professional Development (CPD) to maintain and enhance your technical knowledge. Contribute to efficiency improvements and assist with firm-wide projects. Required Skills & Experience: Qualifications: Minimum RQF Level 4 (CII or equivalent) and commitment to achieving Advanced Diploma in Financial Planning (Level 6). Must hold a current Statement of Professional Standing (SPS) post-authorisation. Strong understanding of financial products and wealth planning services. Experience: A minimum of 3-5 years experience in paraplanning or a similar wealth planning role. Experience with paraplanning procedures, research, and report writing. Familiarity with XPlan or similar financial planning software is preferred but not essential. Skills: Strong numerical and analytical skills with excellent attention to detail. Ability to prioritise tasks effectively and meet deadlines. Excellent communication and client relationship-building skills. Proficiency in Microsoft Office (Word, Excel, PowerPoint). Benefits & Career Development: Competitive salary up to £50,000, dependent on experience. 25 days holiday + bank holidays Hybrid working once probation is complete (6 months) Discretionary bonuses and pension contributions. Life assurance, income protection, and private medical insurance. Optional benefits: dental cover, flu jabs, Tastecard membership, and a share purchase plan. Career development plans to support your professional growth and progression. Access to a dynamic and fast-growing business with opportunities to make your mark. If you would like to apply then please email your CV to (url removed) or call Jade on (phone number removed) Closing date is 09.10.2025 - Please note this could change subject to suitable applications Hawk 3 Talent Solutions are acting as an employment agency on behalf of its client. By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website. Hawk 3 Talent Solutions are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Sep 09, 2025
Full time
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Sep 09, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Exchange Street Executive Search
Bristol, Gloucestershire
Why do people move jobs? Well there are three main reasons. One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated. Not problems you'll encounter at this business. You already know about pensions but this job will take that knowledge up several levels. You ll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client s problem. In short, you'll become the go-to person for everything pension related. An expert. As for progression, well, they've got that covered too. There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle. And as for fairness that's high up the agenda too. The role offers an attractive starting salary between £45,000 and £50,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) It's not just pay either. They trust their staff. This is a hybrid role and you can apply to work remotely after 6 months (although this isn't guaranteed). And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. HERE'S WHAT YOU'LL NEED: You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. - Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.
Sep 09, 2025
Full time
Why do people move jobs? Well there are three main reasons. One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated. Not problems you'll encounter at this business. You already know about pensions but this job will take that knowledge up several levels. You ll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client s problem. In short, you'll become the go-to person for everything pension related. An expert. As for progression, well, they've got that covered too. There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle. And as for fairness that's high up the agenda too. The role offers an attractive starting salary between £45,000 and £50,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) It's not just pay either. They trust their staff. This is a hybrid role and you can apply to work remotely after 6 months (although this isn't guaranteed). And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. HERE'S WHAT YOU'LL NEED: You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. - Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.
Paraplanner - Financial Services / Permanent Role / North Manchester - Ramsbottom / Salary 32,000 - £40,000 + Excellent Benefits / Award Winning Firm NC Associates are working in partnership with an award winning financial services organisation based in North Manchester to help support the growth within the business, My client is looking for an experienced Paraplanner who can help support the senior leadership team as well as other colleagues within the paraplanning team. Paraplanner Benefits Salary - £32,000 - £40,000 Dependent On Exp Holidays: 25 days with additional tiering on length of service Pension Scheme: 3% Employer and 4% Employee contributions Death in Service: 4 x salary Paraplanner Duties Obtaining information on a client s existing financial arrangements and conducting a gap analysis. Producing a strategy report and making high level recommendations in line with the clients objectives where required. Researching the market in line with guidelines from the Advisers, the client s circumstances and objectives for product and service solutions and preparing personalised high quality reports that are client to the client. Communication with the Adviser throughout this process is of paramount importance. Have a thorough understanding of the companies advice process, strategy and suitability letter format, pre-approval process and the regulatory requirements imposed by the FCA and be able to deliver against these in agreed timescales. Understand each client s circumstances, objectives, attitude to risk, capacity for loss, knowledge and experience and timescales to ensure advice is appropriate. Prepare analysis of client s existing portfolio. Conducting research and produce client facing strategy reports to facilitate business writing opportunities. Prepare research and quotations for client meetings. Deal with client and provider correspondence (as part of the research and reporting process). Follow the client services process to deliver a personalised and high quality service to Advisers. Prepare valuations and portfolio commentary for client meetings and updates. Liaise with colleagues and compliance to assist the approval and submission of compliant new business. Input client information onto the back office system and ensure all tasks are recorded and acted upon within the agreed timescales. Ensure client history is maintained. Understand workflow and be able to deliver and report against various tasks, ensuring all concerned parties can easily review case status. Work closely with other paraplanners within the business to share ideas and best practice, including assisting Manager with all aspects of a good customer experience and identify any improvements that can be made. Undertake any other duties commensurate with skills and experience. Participate in appropriate company and departmental training, competence and development initiatives. Paraplanner Experience Required Financial Services Market Demonstrates a deep understanding of the structure of the Financial Services market, including the role of the financial adviser, the paraplanner, product providers, support services & platforms Regulatory & Compliance Full understanding of the Financial Services regulatory framework, and the ethics and key principles of the advice process. Comprehensive knowledge of the systems and controls that are in place to protect the client and the company. Demonstrates full adherence to these systems and controls Products Demonstrates an in-depth understanding of both financial products & financial planning tools. Can analyse which type and features of the financial products are appropriate to the client s needs Quality service delivery Consistently develops and delivers excellent service to clients, colleagues & advisers, supporting the products & services provided and adhering to TCF principles at all times. Has excellent attention to detail & provides a quality assurance check Communication & relationships CDevelops effective and enduring relationships through appropriate verbal/written/IT skills. Relates well to all people, internally and externally. Can handle & resolve issues, diffusing situations comfortably using diplomacy and tact. All communication must be concise, clear, understandable, effective and constructive Team working & collaboration Understands their role within a team & the impact on others. Consistently endeavours to support colleagues & collaborate to achieve results Planning & prioritising Can plan & prioritise work effectively in order to deliver good outcomes for both the client & the company. Uses time well and stays focused to ensure work is completed; consistently meeting commitments and deadlines. Determines tasks and communicates realistic timescales Using systems & processes Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements. Embraces change and is proactive in suggesting methods and procedures to help improve processes and performance. What's on Offer? This is a really good opportunity to work with a long established and hugely successful organisation which is known to develop its staff while offering excellent salary and benefits packages. Please get in touch for immediate consideration by contacting Wayne Caunce at NC Associates - (phone number removed) We are committed to diversity and inclusion. We welcome all applicants of identity, personal characteristics, or background.
Sep 08, 2025
Full time
Paraplanner - Financial Services / Permanent Role / North Manchester - Ramsbottom / Salary 32,000 - £40,000 + Excellent Benefits / Award Winning Firm NC Associates are working in partnership with an award winning financial services organisation based in North Manchester to help support the growth within the business, My client is looking for an experienced Paraplanner who can help support the senior leadership team as well as other colleagues within the paraplanning team. Paraplanner Benefits Salary - £32,000 - £40,000 Dependent On Exp Holidays: 25 days with additional tiering on length of service Pension Scheme: 3% Employer and 4% Employee contributions Death in Service: 4 x salary Paraplanner Duties Obtaining information on a client s existing financial arrangements and conducting a gap analysis. Producing a strategy report and making high level recommendations in line with the clients objectives where required. Researching the market in line with guidelines from the Advisers, the client s circumstances and objectives for product and service solutions and preparing personalised high quality reports that are client to the client. Communication with the Adviser throughout this process is of paramount importance. Have a thorough understanding of the companies advice process, strategy and suitability letter format, pre-approval process and the regulatory requirements imposed by the FCA and be able to deliver against these in agreed timescales. Understand each client s circumstances, objectives, attitude to risk, capacity for loss, knowledge and experience and timescales to ensure advice is appropriate. Prepare analysis of client s existing portfolio. Conducting research and produce client facing strategy reports to facilitate business writing opportunities. Prepare research and quotations for client meetings. Deal with client and provider correspondence (as part of the research and reporting process). Follow the client services process to deliver a personalised and high quality service to Advisers. Prepare valuations and portfolio commentary for client meetings and updates. Liaise with colleagues and compliance to assist the approval and submission of compliant new business. Input client information onto the back office system and ensure all tasks are recorded and acted upon within the agreed timescales. Ensure client history is maintained. Understand workflow and be able to deliver and report against various tasks, ensuring all concerned parties can easily review case status. Work closely with other paraplanners within the business to share ideas and best practice, including assisting Manager with all aspects of a good customer experience and identify any improvements that can be made. Undertake any other duties commensurate with skills and experience. Participate in appropriate company and departmental training, competence and development initiatives. Paraplanner Experience Required Financial Services Market Demonstrates a deep understanding of the structure of the Financial Services market, including the role of the financial adviser, the paraplanner, product providers, support services & platforms Regulatory & Compliance Full understanding of the Financial Services regulatory framework, and the ethics and key principles of the advice process. Comprehensive knowledge of the systems and controls that are in place to protect the client and the company. Demonstrates full adherence to these systems and controls Products Demonstrates an in-depth understanding of both financial products & financial planning tools. Can analyse which type and features of the financial products are appropriate to the client s needs Quality service delivery Consistently develops and delivers excellent service to clients, colleagues & advisers, supporting the products & services provided and adhering to TCF principles at all times. Has excellent attention to detail & provides a quality assurance check Communication & relationships CDevelops effective and enduring relationships through appropriate verbal/written/IT skills. Relates well to all people, internally and externally. Can handle & resolve issues, diffusing situations comfortably using diplomacy and tact. All communication must be concise, clear, understandable, effective and constructive Team working & collaboration Understands their role within a team & the impact on others. Consistently endeavours to support colleagues & collaborate to achieve results Planning & prioritising Can plan & prioritise work effectively in order to deliver good outcomes for both the client & the company. Uses time well and stays focused to ensure work is completed; consistently meeting commitments and deadlines. Determines tasks and communicates realistic timescales Using systems & processes Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements. Embraces change and is proactive in suggesting methods and procedures to help improve processes and performance. What's on Offer? This is a really good opportunity to work with a long established and hugely successful organisation which is known to develop its staff while offering excellent salary and benefits packages. Please get in touch for immediate consideration by contacting Wayne Caunce at NC Associates - (phone number removed) We are committed to diversity and inclusion. We welcome all applicants of identity, personal characteristics, or background.
Paraplanner - St Albans Are you an experienced Paraplanner who wants to work in a hybrid (2 days a week in the office), award-winning environment (both professionally and culturally) where your technical expertise is truly valued? This is a fantastic role, working directly with a highly successful Financial Adviser who has one of the largest client books in the business. We are looking for a high calibre Paraplanner with excellent communication skills and the ability to troubleshoot, multi-task and process work in a timely and efficient manner. Our client is a privately owned financial planning and discretionary investment management firm who are continuing to grow throughout the UK. They are looking for an experienced, career Paraplanner with experience of providing high level technical paraplanning to HNW clients including the production of cash flow models and high-quality suitability reports. You will analyse client information and existing investments, undertake tax calculations and construct appropriate solutions for clients, be a point of contact for technical queries internally as well as communicating with clients on research and report time-scales and attending client meetings where required. This is a key hire for the team and will likely involve some more senior responsibilities such as helping to train other members of the team, leading Pod meetings and undertaking peer reviews, as well as getting involved in project work to further improve systems and processes. The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role is more likely to suit a career Paraplanner who wants to focus on the technical side of financial planning. A minimum of 3 years experience and a Level 4 qualification is required (CISI/CII/LIBF), ideally working towards Chartered status, or at least eager and willing to undertake advanced exams. This is a great opportunity for someone who wants to work in a dedicated Paraplanning role, supporting a highly successful Advisor with their HNW client base, and take on some more senior responsibilities within the team to progress your career.
Sep 08, 2025
Full time
Paraplanner - St Albans Are you an experienced Paraplanner who wants to work in a hybrid (2 days a week in the office), award-winning environment (both professionally and culturally) where your technical expertise is truly valued? This is a fantastic role, working directly with a highly successful Financial Adviser who has one of the largest client books in the business. We are looking for a high calibre Paraplanner with excellent communication skills and the ability to troubleshoot, multi-task and process work in a timely and efficient manner. Our client is a privately owned financial planning and discretionary investment management firm who are continuing to grow throughout the UK. They are looking for an experienced, career Paraplanner with experience of providing high level technical paraplanning to HNW clients including the production of cash flow models and high-quality suitability reports. You will analyse client information and existing investments, undertake tax calculations and construct appropriate solutions for clients, be a point of contact for technical queries internally as well as communicating with clients on research and report time-scales and attending client meetings where required. This is a key hire for the team and will likely involve some more senior responsibilities such as helping to train other members of the team, leading Pod meetings and undertaking peer reviews, as well as getting involved in project work to further improve systems and processes. The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role is more likely to suit a career Paraplanner who wants to focus on the technical side of financial planning. A minimum of 3 years experience and a Level 4 qualification is required (CISI/CII/LIBF), ideally working towards Chartered status, or at least eager and willing to undertake advanced exams. This is a great opportunity for someone who wants to work in a dedicated Paraplanning role, supporting a highly successful Advisor with their HNW client base, and take on some more senior responsibilities within the team to progress your career.
Exchange Street Claims & Financial Services
Sale, Cheshire
You want to be a financial planner - but not yet. For now you want to pass more exams, learn more and be, well, more "ready". But at the same time you don't want to drift. You want a plan, a strategy. For a company to tell you how your career will develop with them and when you'll be a financial planner. Vague promises won't do.If your current firm can't do that, this one can.At this Chartered IFA business you'll start as an administrator. But you'll develop into a paraplanner (or Client Manager is a more accurate term given the client interaction you'll have). And if you want to be a planner they can make that happen in roughly five years time. And they can deliver on this because they've already done so with four other people before you. All joined to provide support to the planning team but all three are now at varying stages of their advice career. To start with you'll work with senior planners who will help unlock your potential whilst you support them day to day. In the medium term you'll spend more and more time with clients, attending every meeting with your planner. And all the while, the focus will also be on developing your soft skills so that you can become an adviser. Alongside being acquisitive, this firm are growing organically at 20% a year anyway. So whilst advice won't happen in the short-term, the resources to do it well and successfully will be in place once you're ready. Starting salary will depend on the individual and be up to c£28,000. Alongside that your pay will be under review - as you develop your career so your salary will increase. Plus there's a bonus scheme and benefits package. The firm also operates flexi-working Monday-Thursday 8am-5pm or 9am-6pm with a half day finish on Friday (1pm). It's not quite a 4 day week but it certainly extends your weekend. This is a vibrant financial planning firm with a leadership team much younger than most firms in the profession. So your energy and ambition will be welcomed, not stifled. HERE'S WHAT YOU'LL NEED:You'll have admin experience in a financial planning firm as an administrator. You'll be an energetic team player. Someone who values collaboration and learning from others. You will see the benefit of being in the office, learning from others. You don't need to have started your level 4 studies. But you'll want to secure your diploma with the firm's support. -Need more than vague assurances? Click apply. If you don't have an up to date CV don't worry about that, we can sort that later.Everyone will get a response.
Sep 08, 2025
Full time
You want to be a financial planner - but not yet. For now you want to pass more exams, learn more and be, well, more "ready". But at the same time you don't want to drift. You want a plan, a strategy. For a company to tell you how your career will develop with them and when you'll be a financial planner. Vague promises won't do.If your current firm can't do that, this one can.At this Chartered IFA business you'll start as an administrator. But you'll develop into a paraplanner (or Client Manager is a more accurate term given the client interaction you'll have). And if you want to be a planner they can make that happen in roughly five years time. And they can deliver on this because they've already done so with four other people before you. All joined to provide support to the planning team but all three are now at varying stages of their advice career. To start with you'll work with senior planners who will help unlock your potential whilst you support them day to day. In the medium term you'll spend more and more time with clients, attending every meeting with your planner. And all the while, the focus will also be on developing your soft skills so that you can become an adviser. Alongside being acquisitive, this firm are growing organically at 20% a year anyway. So whilst advice won't happen in the short-term, the resources to do it well and successfully will be in place once you're ready. Starting salary will depend on the individual and be up to c£28,000. Alongside that your pay will be under review - as you develop your career so your salary will increase. Plus there's a bonus scheme and benefits package. The firm also operates flexi-working Monday-Thursday 8am-5pm or 9am-6pm with a half day finish on Friday (1pm). It's not quite a 4 day week but it certainly extends your weekend. This is a vibrant financial planning firm with a leadership team much younger than most firms in the profession. So your energy and ambition will be welcomed, not stifled. HERE'S WHAT YOU'LL NEED:You'll have admin experience in a financial planning firm as an administrator. You'll be an energetic team player. Someone who values collaboration and learning from others. You will see the benefit of being in the office, learning from others. You don't need to have started your level 4 studies. But you'll want to secure your diploma with the firm's support. -Need more than vague assurances? Click apply. If you don't have an up to date CV don't worry about that, we can sort that later.Everyone will get a response.
Senior Paraplanner Opportunity - Hybrid Shape the future of financial planning with a firm that invests in you. Are you an experienced Paraplanner ready to take your career to the next level? Our client, a respected and growing IFA firm, is looking for a Senior Paraplanner to join their collaborative and forward-thinking team. This is a fantastic opportunity to be part of a business that values long-term client relationships, professional excellence, and the growth of its people. If you're passionate about financial planning and want to make a real impact, this could be your next big move. The Role: As a Senior Paraplanner, you'll work closely with Financial Planners to deliver high-quality advice solutions. Your responsibilities will include: Maintaining accurate client records and KYC data Analysing client objectives to identify planning opportunities Researching and recommending tailored financial solutions Writing clear, compliant suitability reports Ensuring all advice meets governance standards What's On Offer: Competitive salary (DOE) + discretionary bonus Hybrid & flexible working options 24 days holiday , increasing annually to 27 days Professional development support - qualifications, CPD & training Excellent benefits including pension, Death in Service, PHI, Company Sick Pay, Childcare Vouchers & Cycle to Work Scheme Supportive, friendly team culture What You'll Bring: Strong paraplanning experience and technical knowledge Familiarity with platforms like Intelligent Office, Curo, Cash Calc, FE Analytics & Dynamic Planner CII Diploma in Financial Planning (or working towards Chartered status) Ability to mentor and provide quality assurance within the team A passion for delivering outstanding client outcomes Ready to take the next step? Apply now and become part of a business where your skills are recognised and your career can thrive. For more information and confidential chat, contact Pauline Low at Reed on .
Sep 08, 2025
Full time
Senior Paraplanner Opportunity - Hybrid Shape the future of financial planning with a firm that invests in you. Are you an experienced Paraplanner ready to take your career to the next level? Our client, a respected and growing IFA firm, is looking for a Senior Paraplanner to join their collaborative and forward-thinking team. This is a fantastic opportunity to be part of a business that values long-term client relationships, professional excellence, and the growth of its people. If you're passionate about financial planning and want to make a real impact, this could be your next big move. The Role: As a Senior Paraplanner, you'll work closely with Financial Planners to deliver high-quality advice solutions. Your responsibilities will include: Maintaining accurate client records and KYC data Analysing client objectives to identify planning opportunities Researching and recommending tailored financial solutions Writing clear, compliant suitability reports Ensuring all advice meets governance standards What's On Offer: Competitive salary (DOE) + discretionary bonus Hybrid & flexible working options 24 days holiday , increasing annually to 27 days Professional development support - qualifications, CPD & training Excellent benefits including pension, Death in Service, PHI, Company Sick Pay, Childcare Vouchers & Cycle to Work Scheme Supportive, friendly team culture What You'll Bring: Strong paraplanning experience and technical knowledge Familiarity with platforms like Intelligent Office, Curo, Cash Calc, FE Analytics & Dynamic Planner CII Diploma in Financial Planning (or working towards Chartered status) Ability to mentor and provide quality assurance within the team A passion for delivering outstanding client outcomes Ready to take the next step? Apply now and become part of a business where your skills are recognised and your career can thrive. For more information and confidential chat, contact Pauline Low at Reed on .
Senior Paraplanner Opportunity - Glasgow - Hybrid Shape the future of financial planning with a firm that invests in you. Are you an experienced Paraplanner ready to take your career to the next level? Our client, a respected and growing IFA firm in Glasgow, is looking for a Senior Paraplanner to join their collaborative and forward-thinking team. This is a fantastic opportunity to be part of a business that values long-term client relationships, professional excellence, and the growth of its people. If you're passionate about financial planning and want to make a real impact, this could be your next big move. The Role: As a Senior Paraplanner, you'll work closely with Financial Planners to deliver high-quality advice solutions. Your responsibilities will include: Maintaining accurate client records and KYC data Analysing client objectives to identify planning opportunities Researching and recommending tailored financial solutions Writing clear, compliant suitability reports Ensuring all advice meets governance standards What's On Offer: Competitive salary (DOE) + discretionary bonus Hybrid & flexible working options 24 days holiday , increasing annually to 27 days Professional development support - qualifications, CPD & training Excellent benefits including pension, Death in Service, PHI, Company Sick Pay, Childcare Vouchers & Cycle to Work Scheme Supportive, friendly team culture What You'll Bring: Strong paraplanning experience and technical knowledge Familiarity with platforms like Intelligent Office, Curo, Cash Calc, FE Analytics & Dynamic Planner CII Diploma in Financial Planning (or working towards Chartered status) Ability to mentor and provide quality assurance within the team A passion for delivering outstanding client outcomes Ready to take the next step? Apply now and become part of a business where your skills are recognised and your career can thrive. For more information and confidential chat, contact Pauline Low at Reed on .
Sep 08, 2025
Full time
Senior Paraplanner Opportunity - Glasgow - Hybrid Shape the future of financial planning with a firm that invests in you. Are you an experienced Paraplanner ready to take your career to the next level? Our client, a respected and growing IFA firm in Glasgow, is looking for a Senior Paraplanner to join their collaborative and forward-thinking team. This is a fantastic opportunity to be part of a business that values long-term client relationships, professional excellence, and the growth of its people. If you're passionate about financial planning and want to make a real impact, this could be your next big move. The Role: As a Senior Paraplanner, you'll work closely with Financial Planners to deliver high-quality advice solutions. Your responsibilities will include: Maintaining accurate client records and KYC data Analysing client objectives to identify planning opportunities Researching and recommending tailored financial solutions Writing clear, compliant suitability reports Ensuring all advice meets governance standards What's On Offer: Competitive salary (DOE) + discretionary bonus Hybrid & flexible working options 24 days holiday , increasing annually to 27 days Professional development support - qualifications, CPD & training Excellent benefits including pension, Death in Service, PHI, Company Sick Pay, Childcare Vouchers & Cycle to Work Scheme Supportive, friendly team culture What You'll Bring: Strong paraplanning experience and technical knowledge Familiarity with platforms like Intelligent Office, Curo, Cash Calc, FE Analytics & Dynamic Planner CII Diploma in Financial Planning (or working towards Chartered status) Ability to mentor and provide quality assurance within the team A passion for delivering outstanding client outcomes Ready to take the next step? Apply now and become part of a business where your skills are recognised and your career can thrive. For more information and confidential chat, contact Pauline Low at Reed on .
We have a rare and exciting opportunity for an experienced Pensions professional to join a large in-house Group Pensions Department. This is a unique chance to work at the heart of a well-established team, providing high-quality administration and member services across a diverse workforce. The Role As a Member Services Administrator, you will play a key role in delivering day-to-day Pensions administration and supporting members at all stages of their journey. Your responsibilities will include: Managing administration for active, deferred, and pensioner members (including retirements, transfers, deaths, new joiners, and data maintenance). Handling member queries across phone, email, online, and written channels, ensuring clear and timely responses. Supporting scheme events such as benefit statement production, pension increases, and trivial commutations. Processing auto enrolment casework and queries. Ensuring accurate and timely updates to member data and producing reports. Contributing to member communications, training, and presentations. About You We're looking for someone with: Solid Pensions administration experience across DB and/or DC schemes. Strong knowledge of Pensions legislation, HMRC requirements, and scheme rules. Excellent communication, organisational, and numerical skills. Strong IT literacy, with confidence using MS Office. A proactive, detail-focused approach with the ability to work independently and as part of a team. Why This Role? Unlike many pensions roles in Third-Party Administrators or Consultancies, this is a rare opportunity to join a large, in-house group Pensions function. You'll gain exposure to a wide variety of work, collaborate directly with colleagues in broader teams, and play a valued role in supporting members directly. Please quote 51780 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Sep 08, 2025
Full time
We have a rare and exciting opportunity for an experienced Pensions professional to join a large in-house Group Pensions Department. This is a unique chance to work at the heart of a well-established team, providing high-quality administration and member services across a diverse workforce. The Role As a Member Services Administrator, you will play a key role in delivering day-to-day Pensions administration and supporting members at all stages of their journey. Your responsibilities will include: Managing administration for active, deferred, and pensioner members (including retirements, transfers, deaths, new joiners, and data maintenance). Handling member queries across phone, email, online, and written channels, ensuring clear and timely responses. Supporting scheme events such as benefit statement production, pension increases, and trivial commutations. Processing auto enrolment casework and queries. Ensuring accurate and timely updates to member data and producing reports. Contributing to member communications, training, and presentations. About You We're looking for someone with: Solid Pensions administration experience across DB and/or DC schemes. Strong knowledge of Pensions legislation, HMRC requirements, and scheme rules. Excellent communication, organisational, and numerical skills. Strong IT literacy, with confidence using MS Office. A proactive, detail-focused approach with the ability to work independently and as part of a team. Why This Role? Unlike many pensions roles in Third-Party Administrators or Consultancies, this is a rare opportunity to join a large, in-house group Pensions function. You'll gain exposure to a wide variety of work, collaborate directly with colleagues in broader teams, and play a valued role in supporting members directly. Please quote 51780 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Hall 17 Limited t/a Style Incorporated
Plymouth, Devon
Role An excellent opportunity for an experienced Paraplanner to join a well-established, fast growing and highly respected Independent Financial Adviser. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. You will have an excellent track record as a Paraplanner working with an Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning. Must have a professional attitude, with meticulous attention to detail and a solution focused mindset. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities: Analyse client information from Fact Finds, existing records and meeting notes Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning Support advisers ahead of client meetings/reviews and analyse client's existing portfolios Research products and services to make suitable recommendations Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business Attend client meetings with financial advisers when required Work closely with all members of the team to ensure timely business processing and submission Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards Maintain relationships with product and service providers Active involvement within the in-house Investment Committee Requirements Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) Must have at least 4 years' experience as a Paraplanner Experience with Intelliflo or other back-office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office Technical competence in investments, pensions, tax allowances, protection, trusts and IHT Conscientious and diligent with meticulous attention to detail Excellent command of English, both verbal and in writing Team player Locally based or within a reasonable commutable distance from the office
Sep 08, 2025
Full time
Role An excellent opportunity for an experienced Paraplanner to join a well-established, fast growing and highly respected Independent Financial Adviser. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. You will have an excellent track record as a Paraplanner working with an Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning. Must have a professional attitude, with meticulous attention to detail and a solution focused mindset. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities: Analyse client information from Fact Finds, existing records and meeting notes Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning Support advisers ahead of client meetings/reviews and analyse client's existing portfolios Research products and services to make suitable recommendations Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business Attend client meetings with financial advisers when required Work closely with all members of the team to ensure timely business processing and submission Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards Maintain relationships with product and service providers Active involvement within the in-house Investment Committee Requirements Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) Must have at least 4 years' experience as a Paraplanner Experience with Intelliflo or other back-office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office Technical competence in investments, pensions, tax allowances, protection, trusts and IHT Conscientious and diligent with meticulous attention to detail Excellent command of English, both verbal and in writing Team player Locally based or within a reasonable commutable distance from the office
Exchange Street Claims & Financial Services
Wetherby, Yorkshire
It's great that you're taking on more and more responsibility. But whilst your list of duties is growing, is your pay? This IFA firm is one of the best outfits in Yorkshire (something FT Adviser would agree with). They've achieved this through keeping their best people and a big factor in that is pay. Quite simply, as their staffs' skills and knowledge have grown their salary has kept pace. That's why when it comes to hiring a senior paraplanner they're happy to pay what it takes to get the right person. And that means a salary bracket of up to £60,000. That means not only will you get fair pay for the responsibilities you hold (or will go on to hold). You'll also know that this is a business that takes salary reviews and appraisals seriously. A firm that knows that income is vital to most people so is happy to have those conversations. A company that doesn't keep pushing your request down the line.As for the job itself you'll be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You'll work with more than one planner providing variety to the cases you'll oversee and exposure to how different planners work. Given they're dealing with complex financial planning cases, you'll learn a lot too. Alongside the salary there's an excellent benefits package: 8% employer pension contribution Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%) 4x basic salary death in service Comprehensive Private Medical Insurance 25 days holiday Option for hybrid working available (3 days in the office) HERE'S WHAT YOU'LL NEED:You'll be level 4 qualified and on the way to Chartered if you're not there already.You will be a career paraplanner who wants an environment where you can get better and better and better.You'll have 3 years plus experience as a paraplanner. Don't think you're paid fairly? Click apply.If you don't have a CV don't worry, send us your contact details and we can come to that later. Everyone will receive a response.
Sep 08, 2025
Full time
It's great that you're taking on more and more responsibility. But whilst your list of duties is growing, is your pay? This IFA firm is one of the best outfits in Yorkshire (something FT Adviser would agree with). They've achieved this through keeping their best people and a big factor in that is pay. Quite simply, as their staffs' skills and knowledge have grown their salary has kept pace. That's why when it comes to hiring a senior paraplanner they're happy to pay what it takes to get the right person. And that means a salary bracket of up to £60,000. That means not only will you get fair pay for the responsibilities you hold (or will go on to hold). You'll also know that this is a business that takes salary reviews and appraisals seriously. A firm that knows that income is vital to most people so is happy to have those conversations. A company that doesn't keep pushing your request down the line.As for the job itself you'll be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You'll work with more than one planner providing variety to the cases you'll oversee and exposure to how different planners work. Given they're dealing with complex financial planning cases, you'll learn a lot too. Alongside the salary there's an excellent benefits package: 8% employer pension contribution Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%) 4x basic salary death in service Comprehensive Private Medical Insurance 25 days holiday Option for hybrid working available (3 days in the office) HERE'S WHAT YOU'LL NEED:You'll be level 4 qualified and on the way to Chartered if you're not there already.You will be a career paraplanner who wants an environment where you can get better and better and better.You'll have 3 years plus experience as a paraplanner. Don't think you're paid fairly? Click apply.If you don't have a CV don't worry, send us your contact details and we can come to that later. Everyone will receive a response.
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Sep 08, 2025
Full time
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
